Filed February 13, 2019
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $60,000 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $19,882 |
Service code 26 · EIN 36-3429599 | Advisory (Participants) | $0 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,335 | $92,055+55.7% | $106,213+35.0% | $77,643+84.6% |
| Participation rate | 95.8% | 81.0%+14.7pp | 75.3%+20.5pp | 70.6%+25.2pp |
| Annual return | 14.66% | 17.91%-3.2pp | 116.14%-101.5pp | 31.24%-16.6pp |
| Employer contribution / active EE | $6,723 | $3,367+99.7% | $3,171+112.0% | $2,726+146.6% |
| Participant deferral / active EE | $12,935 | $5,386+140.2% | $5,016+157.9% | $4,647+178.3% |
| Admin fee / account holder | $134 | $219-38.6% | $11,033-98.8% | $430-68.8% |